University First Federal Credit Union 401(k) Retirement Plan
Sponsored by University First Federal Credit Union · EIN 870234218 · Plan #002
- Total assets
- $37.1M
- Net assets
- $37.1M
- Active participants
- 402
- With balances
- 515
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $94,893 |
| D A Davidson & Co | Investment advisory (plan) | $82,459 |
| National Benefit Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $9,675 |